- Global Bond Drop Reverses Amid Tech Selloff, Russia Tensions – Bloomberg
- Stocks, Oil Fall as Investors Cut Risk – WSJ
- Biden backs Fed’s shift to monetary tightening to curb inflation – FT
- Macro accounting frameworks – Daniel Neilson (also on Recommended Articles tab)
Category: News links
Thursday’s links
- To Tame Inflation, the Fed Needs to Get Into Your Head – Bloomberg Businessweek
- China needs a new growth model, but that requires serious reform – FT
- Gold at Highest Since November as Bond Yields Pare Gains – Bloomberg
- As Inflation Bites, Power Lies Higher Up the Food Chain – WSJ
- Gold Has Bottomed Out. It’s Time to Start Buying – Barron’s
Wednesday’s links
- Central banks must reduce their balance sheets more aggressively – FT
- Inflation Sends a Shockwave Through U.K. Markets – Bloomberg
- Germany’s 10-year Bund yield turns positive for first time since 2019 – FT
- Canada Inflation Reaches 30-Year High, Placing Spotlight on Central Bank – WSJ
- What happens when the Fed balance sheet shrinks? – FT Unhedged
Tuesday’s links
- Equities hedge funds outperform in 2021 despite volatility and retail surge – Reuters
- Eurodollars slide as Fed hike premium ramps-up in front-end – Bloomberg
- US Treasuries sell off as markets price in four Fed rate rises in 2022 – FT
- Oil Prices Hit Seven-Year High on Rising Geopolitical Tensions – WSJ
- A quiet comeback is starting in emerging markets – FT
- The QT Timebomb – Fed Guy (also on Recommended Articles tab)
- Repo Review: Sponsored Repo – Maroon Macro (also on Recommended Articles tab)
Friday’s links
- Henry Kaufman, 1970s Wall Street Dr. Doom, Blasts Powell on Inflation – Bloomberg
- Investors bet on loans as Fed readies to lift interest rates – FT
- Inflation Risks Getting Sticky as Big Firms Flex Pricing Power – Bloomberg
- Stock Market Normality Returns, and It Hurts – WSJ
- Central banks start turning off the cash taps – Reuters
- Fed has much less control over spending (& inflation) than is widely believed – MarketWatch
- Still Flying Blind After All These Years – Levy Institute (also on Recommended Articles tab)
Thursday’s links
- Brainard says fighting inflation is Fed’s ‘most important task’ – FT
- U.S. Initial Jobless Claims Rose to Highest Since Mid-November – Bloomberg
- How Private Debt Helps Power the Global Economy – WSJ
- Fed’s hawkish comms blitz takes aim at skeptical market – Reuters
- From QE to QT: What to Know as the Fed Shrinks Its Balance Sheet – Barron’s
- Fed’s Latest Tool: A Standing Repo Facility – Liberty Street NY Fed (also on Recommended Articles tab)
Wednesday’s links
- US inflation soared 7% in past year, the most since 1982 – AP
- High inflation is ‘severe threat’ to US jobs recovery, Powell warns – FT
- U.S. Treasuries Gain After Inflation Surge In Line With Expectations – Bloomberg
- Why 7% Inflation Today Is Far Different Than in 1982 – WSJ
- The Bond Market Refuses to Accept Economic Reality – Bloomberg Opinion
Tuesday’s links
- Monetary policy widens the gulf between poor and rich economies – FT
- Calls for China to Cut Rates Grow Louder – Bloomberg
- Stocks Drop As Powell Testifies – Barron’s
- Bank Stocks Set for Big Gains Ahead of Potential Fed Rate Increases – WSJ
- JPM Coin – Daniel Neilson (also on Recommended Articles tab)
Monday’s links
- Equities and futures fall as traders look ahead to rate rises – FT
- U.S. Treasury Options Suggest Calm After Rout – Bloomberg
- Stocks Slide With Bond Yields at Pandemic High – Barron’s
- Milton Friedman’s Interest Rate Fallacy – Maroon Macro (also on Recommended Articles tab)
Friday’s links
- China’s slow motion financial crisis – FT Unhedged
- Hedge Funds Boost Value-Stock Exposure – Bloomberg
- Eurozone Inflation Hits New Record, Further Pressuring ECB – WSJ
- Debate Emerges Over How to Shrink Fed’s $8 Trillion Bond Pile – Bloomberg Economics
- Anson Hedge Fund Surged 45% in 2021 on Meme-Stock Frenzy – Bloomberg